Our team

Your advice is only as good as the talented team behind it. Our partners, advisers and analysts bring a collective depth of expertise and commitment to excellence.

‘Don’t leave gaps in the defence’ amidst simmering market uncertainty: Panel

21 Aug 2024

There’s no crisis yet, but private wealth CIOs and asset consultants are keeping a close eye on markets after their sudden August selloff. Their advice: stay nimble, stay unconstrained, and look out for “the unbelievable opportunity to invest in a dislocation”. The recent sharp, sudden fall in markets in August has been interpreted by some...

Koda Capital: ACF’s new investment advisors

20 Aug 2024

Australian Communities Foundation (ACF) is pleased to announce the appointment of Koda Capital as the new investment manager for our 100 per cent responsibly invested portfolio. As Australia’s largest independent wealth management firm, Koda manages over $12 billion of client assets, including $3 billion for non-profit and philanthropic clients. The announcement comes after a rigorous...

The Role of Personal Values in Shaping Investment Choices

15 Oct 2024

In an increasingly complex and dynamic investing environment, a deep understanding of personal values and mental models is essential for achieving both personal and professional success. Core values serve as fundamental principles that guide our decisions, actions, and interactions, while mental models are ingrained frameworks that shape how we perceive and interpret the world. By...

Small Versus Large Cap Stocks: Exploring the Size Premium

28 Jun 2024

The belief that small cap stocks should outperform their larger counterparts has long been held in the investment world since Rolf Banz first revealed the size premium in 1981. Historical data from 1962, as analysed by Fama and French in their 1992 paper, shows that the smallest 30% of US stocks have outperformed the largest...

Ep 179:

Jim Eddy – Real Estate to Rides: The history and success of Jamberoo

30 Sep 2024 | 1:02:32 mins

In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business. The conversation covers important lessons for wealth management, such...

In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business.

The conversation covers important lessons for wealth management, such as managing risk, debt, and investment in seasonal businesses. Jim explains how he transitioned from a land surveyor at BHP to developing Jamberoo Action Park after exploring different ventures, including dairy farming and real estate.

Jim’s entrepreneurial spirit and resilience were pivotal in weathering financial challenges and industry fluctuations. He speaks about the risks of debt during tough times, like droughts and economic downturns, and the importance of thorough research before committing to new investments.

The episode also touches on the value of continuous learning and adapting in business, as Jim recalls lessons from major theme parks in the U.S., which helped him improve safety and operational standards at Jamberoo.

Ep 178:

Damian Chaparro – Balancing the Ledger: Integrating Financial Success with Personal Wellness

05 Sep 2024 | 48:04 mins

In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Damian Chaparro, the founder of Aro Ha, a wellness retreat in New Zealand. The episode explores the intersection of health and wealth, highlighting how wealth encompasses a sound body and mind. Damian...

In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Damian Chaparro, the founder of Aro Ha, a wellness retreat in New Zealand. The episode explores the intersection of health and wealth, highlighting how wealth encompasses a sound body and mind.

Damian shares his journey from IT consultant to wellness architect, driven by a desire for purpose and holistic living. Damian discusses the creation of Aro Ha, a retreat that embodies a complete approach to well-being, integrating physical health, mental wellness, and sustainable living practices. David and Damian explore the challenges of modern life, such as the impact of technology on wellness, and the importance of balancing financial success with personal health. Damian emphasises the value of experiences that foster inner well-being, encouraging listeners to consider wellness as an integral part of wealth & health management.

Ep 11:

Helping Your Kids Without Ruining Your Life (Or Theirs)

18 Jun 2024 | 2:23 mins

How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it. In 2020 Koda Capital Adviser & Partner James Hawthorne published a paper titled ‘Helping your kids without ruining your life (or theirs)’.  As the wealth in our communities grows,...

How wealthy families help their children financially is a complex topic, as well as a deeply personal one. More families than ever are working through it.

In 2020 Koda Capital Adviser & Partner James Hawthorne published a paper titled ‘Helping your kids without ruining your life (or theirs)’.  As the wealth in our communities grows, there is extraordinary potential for opportunity but also conflict between the generations.

Adjusted for inflation, there are more than three times as many households with a net worth in excess of $5m compared to 15 years ago. Additionally, families are smaller, meaning individual children are ending up with larger proportions of family wealth.

‘Helping your kids without ruining your life (or theirs): ten issues to consider when passing wealth to the next generation’ is a report that seeks to shed light on a topic that is rarely discussed in the open.

The full paper is available to download from Koda’s site at https://kodacapital.com/insights/helping-your-kids-without-ruining-your-life-or-theirs/

 

 

Ep 10:

The Upside of Maintaining Diversification

15 May 2024 | 2:56 mins

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of...

The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few exceptions, however when faced with market turbulence many will retreat to the set of risks that are most familiar to them. In the process they often reduce the diversification of their portfolio and alter the risk and reward dynamics of their investments.

In 2020 Koda Capital Adviser & Partner Michael Massey published a paper titled ‘The Upside of Maintaining Diversification’. This is one of three papers in a trilogy series outlining the principles behind Koda’s investment philosophy: diversification, upside/downside capture and time in the market.

These principles are embedded in the strategies we use to construct client portfolios in a way that ensures investments have appropriate levels of diversification both across and within different asset classes. This balance, when combined with investing through cycles, enables clients to enjoy the benefits of compounding returns over the long term.

The full paper is available to download from Koda’s site at https://kodacapital.com/insights/the-upside-of-maintaining-diversification/

 

Koda in numbers

25

Average years of experience (Koda Partners)

53

Partners

130

Koda team members

4

Offices around Australia